iShares S&P SmallCap 600 Index shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 20k | 114.55 |
| 2024-06-30 | $2.1M | 20k | 105.54 |
| 2024-03-31 | $2.1M | 20k | 103.54 |
| 2023-12-31 | $6.4M | 20k | 313.75 |
| 2023-09-30 | $1.8M | 20k | 92.85 |
| 2023-06-30 | $1.9M | 20k | 99.65 |
| 2023-03-31 | $1.8M | 19k | 94.87 |
| 2022-12-31 | $1.8M | 19k | 94.50 |
| 2022-09-30 | $1.8M | 19k | 91.73 |
| 2022-06-30 | $1.8M | 19k | 93.75 |
| 2022-03-31 | $2.2M | 20k | 109.02 |
| 2021-12-31 | $2.3M | 20k | 115.77 |
| 2021-09-30 | $2.0M | 19k | 109.18 |
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